Original filing (PDF)20250930175958NAL0005621491001

TRIAD NATIONAL SECURITY, LLC

Name: TRIAD NATIONAL SECURITY, LLC — TRIAD 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: TRIAD NATIONAL SECURITY, LLC

Form 5500

FILING_RECEIVED

TRIAD 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure6 service providers

Active participants

12,888

Accounts w/ balance

16,009

Plan assets (EOY)

$2.5B

Net assets (EOY)

$2.5B

How this plan invests

This plan

1 pooled trust

Schedule D

458 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIAD NATIONAL SECURITY, LLC.

Plan sponsor

Name

TRIAD NATIONAL SECURITY, LLC

EIN

82-3291283

Address

BIKINI ATOLL RD, SM 30 · LOS ALAMOS, NM · 87545

Phone

(505) 695-6568

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

BENEFITS AND INVESTMENT COMMITTEE TRIAD

EIN

82-3291283

City

LOS ALAMOS, NM

Phone

(505) 695-6568

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$564K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER	13-2834414	—	INVESTMENT ADVISOR	$104K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BNY MELLON ASSET SERVICING	13-5160382	—	TRUSTEE	$149K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MOSS ADAMS LLP	91-0189318	—	ACCOUNTANT/AUDITOR	$33K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALSTON & BIRD	58-0137615	—	ATTORNEY/LEGAL	$33K	—

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI INSURANCE SERVICES LLC	13-3771734	—	FIDUCIARY INSURANCE	$64K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

456 direct securities · 1 pooled fund· $4.8B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Master Trust

$2.4B

1 holding

Uncategorized

$2.4B

456 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
TRIAD DEFINED CONTRIBUTION PLANS MT TRIAD NATIONAL SECURITY, LLC · EIN 45-3246495 / PN 001	Master Trust	—	—	$2.4B	95.9%
S&P 500 INDEX FUND	—	—	$296.9M	$466.2M	18.7%
TARGET RET 2035	—	—	$182.2M	$268.8M	10.8%
TARGET RET 2030	—	—	$176.8M	$253.1M	10.2%
TARGET RET 2040	—	—	$162.4M	$239.0M	9.6%
TARGET RET 2050	—	—	$164.6M	$235.2M	9.4%
TARGET RET 2055	—	—	$151.8M	$205.6M	8.3%
MFS GLOBAL GROWTH FUND	—	—	$102.9M	$131.2M	5.3%
TARGET RET 2060	—	—	$88.5M	$112.3M	4.5%
ARROWSTREET GLOBAL EQUITY FUND	—	—	$68.9M	$99.5M	4.0%
STABLE VALUE	—	—	$86.9M	$91.9M	3.7%
SMALL-MID CAP INDEX	—	—	$59.9M	$81.3M	3.3%
RETIREMENT INCOME	—	—	$62.3M	$74.2M	3.0%
US BOND INDEX FUND	—	—	$39.7M	$40.1M	1.6%
INTL EQUITY INDEX	—	—	$25.2M	$31.1M	1.2%
ALLSPRING SPECIAL INTL SM CAP CIT	—	—	$13.4M	$15.2M	0.6%
WTC-CIF II CORE BOND PLUSS-4	—	—	$15.6M	$14.9M	0.6%
COLLECTIVE US GOVT STIF 15	—	—	$890K	$890K	<0.1%
BJ'S WHOLESALE CLUB HOLDINGS I	—	6,685.518	$312K	$597K	<0.1%
WHITE MOUNTAINS INSURANCE GROU	—	295.344	$284K	$574K	<0.1%
MCGRATH RENTCORP	—	4,462.978	$422K	$499K	<0.1%
CORECIVIC INC	—	22,792.215	$172K	$496K	<0.1%
MURPHY USA INC	—	978.514	$148K	$491K	<0.1%
TD SYNNEX CORP	—	3,452.643	$348K	$405K	<0.1%
LITHIA MOTORS INC	—	1,126.683	$289K	$403K	<0.1%
TALEN ENERGY CORP	—	1,998.794	$218K	$402K	<0.1%
WEX INC	—	2,229.5	$364K	$391K	<0.1%
UNIFIRST CORP/MA	—	2,166.852	$380K	$371K	<0.1%
AXIS CAPITAL HOLDINGS LTD	—	4,170.617	$234K	$370K	<0.1%
GENWORTH FINANCIAL INC	—	44,140.526	$157K	$309K	<0.1%
LKQ CORP	—	8,336.263	$313K	$306K	<0.1%
MOLSON COORS BEVERAGE CO	—	5,171.009	$270K	$296K	<0.1%
PERMIAN RESOURCES CORP	—	19,924.294	$157K	$287K	<0.1%
CANNAE HOLDINGS INC	—	13,823.498	$511K	$275K	<0.1%
SUMMIT MATERIALS INC	—	5,396.743	$193K	$273K	<0.1%
RENTOKIL INITIAL PLC	—	10,581.674	$263K	$268K	<0.1%
VAIL RESORTS INC	—	1,427.994	$253K	$268K	<0.1%
VONTIER CORP	—	7,163.836	$197K	$261K	<0.1%
TXNM ENERGY INC	—	5,203.825	$215K	$256K	<0.1%
PURSUIT ATTRACTIONS AND HOSPIT	—	5,991.409	$188K	$255K	<0.1%
ATKORE INC	—	3,012.113	$197K	$251K	<0.1%
NORTHWESTERN ENERGY GROUP INC	—	4,610.153	$258K	$246K	<0.1%
UNITED PARKS & RESORTS INC	—	4,349.614	$226K	$244K	<0.1%
OPENLANE INC	—	12,117.066	$205K	$240K	<0.1%
GXO LOGISTICS INC	—	5,272.44	$259K	$229K	<0.1%
HUNTINGTON INGALLS INDUSTRIES	—	1,192.315	$230K	$225K	<0.1%
AIR TRANSPORT SERVICES GROUP I	—	10,211.748	$239K	$224K	<0.1%
WILLSCOT HOLDINGS CORP	—	6,552.265	$245K	$219K	<0.1%
ASSURED GUARANTY LTD	—	2,420.43	$195K	$218K	<0.1%
DECKERS OUTDOOR CORP	—	1,050.113	$80K	$213K	<0.1%
MANHATTAN ASSOCIATES INC	—	784.601	$112K	$212K	<0.1%
LGI HOMES INC	—	2,362.753	$225K	$211K	<0.1%
DUN & BRADSTREET HOLDINGS INC	—	16,930.081	$318K	$211K	<0.1%
SMITH & NEPHEW PLC	—	8,411.839	$253K	$207K	<0.1%
CNH INDUSTRIAL NV	—	17,725.621	$190K	$201K	<0.1%
NORWEGIAN CRUISE LINE HOLDINGS	—	7,791.318	$141K	$200K	<0.1%
SOUTHWEST GAS HOLDINGS INC	—	2,828.144	$187K	$200K	<0.1%
ALIGHT INC	—	27,478.939	$262K	$190K	<0.1%
STERLING INFRASTRUCTURE INC	—	1,124.694	$38K	$189K	<0.1%
APPLOVIN CORP	—	580.744	$25K	$188K	<0.1%
BADGER METER INC	—	837.306	$157K	$178K	<0.1%
CNA FINANCIAL CORP	—	3,635.617	$137K	$176K	<0.1%
Q2 HOLDINGS INC	—	1,733.282	$59K	$174K	<0.1%
NOMAD FOODS LTD	—	10,380.8	$190K	$174K	<0.1%
NATERA INC	—	1,083.923	$64K	$172K	<0.1%
PAPA JOHN'S INTERNATIONAL INC	—	4,169.623	$195K	$171K	<0.1%
EVERTEC INC	—	4,951.241	$164K	$171K	<0.1%
EMBECTA CORP	—	8,065.779	$164K	$167K	<0.1%
FLEX LTD	—	4,275.032	$91K	$164K	<0.1%
MUELLER WATER PRODUCTS INC	—	7,287.145	$122K	$164K	<0.1%
TOAST INC	—	4,413.257	$88K	$161K	<0.1%
TRIPADVISOR INC	—	10,826.302	$201K	$160K	<0.1%
TEXAS PACIFIC LAND CORP	—	144.192	$90K	$159K	<0.1%
DYCOM INDUSTRIES INC	—	914.871	$138K	$159K	<0.1%
SM ENERGY CO	—	4,101.008	$137K	$159K	<0.1%
ABERCROMBIE & FITCH CO	—	1,058.068	$178K	$158K	<0.1%
ARCHROCK INC	—	6,351.391	$122K	$158K	<0.1%
WISDOMTREE INC	—	14,566.334	$101K	$153K	<0.1%
PATTERSON COS INC	—	4,817.988	$143K	$149K	<0.1%
PROGRESS SOFTWARE CORP	—	2,272.261	$150K	$148K	<0.1%
INGLES MARKETS INC	—	2,285.188	$101K	$147K	<0.1%
DELEK US HOLDINGS INC	—	7,945.454	$208K	$147K	<0.1%
P10 INC	—	11,654.658	$101K	$147K	<0.1%
EXLSERVICE HOLDINGS INC	—	3,282.596	$55K	$146K	<0.1%
ARMSTRONG WORLD INDUSTRIES INC	—	1,026.246	$82K	$145K	<0.1%
ITRON INC	—	1,307.669	$122K	$142K	<0.1%
ZEBRA TECHNOLOGIES CORP	—	365.948	$110K	$141K	<0.1%
DOCUSIGN INC	—	1,569.202	$65K	$141K	<0.1%
FRONTDOOR INC	—	2,576.555	$92K	$141K	<0.1%
TAPESTRY INC	—	2,110.169	$96K	$138K	<0.1%
MIRION TECHNOLOGIES INC	—	7,726.68	$103K	$135K	<0.1%
ADMA BIOLOGICS INC	—	7,828.112	$43K	$134K	<0.1%
RADIAN GROUP INC	—	4,207.411	$86K	$133K	<0.1%
ACI WORLDWIDE INC	—	2,557.66	$83K	$133K	<0.1%
FLUOR CORP	—	2,687.93	$100K	$133K	<0.1%
APPFOLIO INC	—	528.04	$96K	$130K	<0.1%
HEALTHEQUITY INC	—	1,354.407	$87K	$130K	<0.1%
EURONET WORLDWIDE INC	—	1,259.936	$138K	$130K	<0.1%
FIRST FINANCIAL BANKSHARES INC	—	3,567.002	$140K	$129K	<0.1%
JEFFERIES FINANCIAL GROUP INC	—	1,619.918	$89K	$127K	<0.1%
VERTIV HOLDINGS CO	—	1,103.811	$41K	$125K	<0.1%
FABRINET	—	562.844	$71K	$124K	<0.1%
PENUMBRA INC	—	515.112	$124K	$122K	<0.1%
STEPSTONE GROUP INC	—	2,111.164	$78K	$122K	<0.1%
INGEVITY CORP	—	2,986.258	$149K	$122K	<0.1%
YELP INC	—	3,112.549	$107K	$120K	<0.1%
ONESPAN INC	—	6,436.911	$113K	$119K	<0.1%
ALAMOS GOLD INC	—	6,463.761	$97K	$119K	<0.1%
WARRIOR MET COAL INC	—	2,187.734	$128K	$119K	<0.1%
BOOZ ALLEN HAMILTON HOLDING CO	—	921.832	$99K	$119K	<0.1%
EMBECTA CORP	—	5,691.093	$113K	$118K	<0.1%
JONES LANG LASALLE INC	—	462.408	$104K	$117K	<0.1%
CAVA GROUP INC	—	1,032.213	$60K	$116K	<0.1%
TEXAS ROADHOUSE INC	—	644.387	$65K	$116K	<0.1%
PARSONS CORP	—	1,252.975	$72K	$116K	<0.1%
INSPERITY INC	—	1,487.659	$118K	$115K	<0.1%
EPAM SYSTEMS INC	—	486.274	$118K	$114K	<0.1%
ENOVIS CORP	—	2,584.51	$117K	$113K	<0.1%
PAYMENTUS HOLDINGS INC	—	3,447.671	$61K	$113K	<0.1%
ELASTIC NV	—	1,135.633	$122K	$113K	<0.1%
TOPBUILD CORP	—	359.982	$83K	$112K	<0.1%
PHILLIPS EDISON & CO INC	—	2,984.269	$105K	$112K	<0.1%
BLUELINX HOLDINGS INC	—	1,089.89	$52K	$111K	<0.1%
HALOZYME THERAPEUTICS INC	—	2,295.132	$92K	$110K	<0.1%
POLARIS INC	—	1,893.385	$192K	$109K	<0.1%
ICF INTERNATIONAL INC	—	904.927	$122K	$108K	<0.1%
HF SINCLAIR CORP	—	3,072.772	$97K	$108K	<0.1%
MORNINGSTAR INC	—	317.221	$85K	$107K	<0.1%
HASBRO INC	—	1,907.307	$113K	$107K	<0.1%
FEDERAL SIGNAL CORP	—	1,150.549	$55K	$106K	<0.1%
BAUSCH + LOMB CORP	—	5,861.139	$91K	$106K	<0.1%
ALKERMES PLC	—	3,658.489	$96K	$105K	<0.1%
BELDEN INC	—	930.782	$86K	$105K	<0.1%
RADNET INC	—	1,500.587	$105K	$105K	<0.1%
BRIGHTSPRING HEALTH SERVICES I	—	6,147.534	$71K	$105K	<0.1%
ZURN ELKAY WATER SOLUTIONS COR	—	2,766.49	$100K	$103K	<0.1%
SAREPTA THERAPEUTICS INC	—	847.25	$73K	$103K	<0.1%
SPROUTS FARMERS MARKET INC	—	808.467	$79K	$103K	<0.1%
AZZ INC	—	1,233.087	$103K	$101K	<0.1%
NCR VOYIX CORP	—	7,296.094	$149K	$101K	<0.1%
JANUS INTERNATIONAL GROUP INC	—	13,726.045	$113K	$101K	<0.1%
TETRA TECH INC	—	2,506.945	$78K	$100K	<0.1%
MEDPACE HOLDINGS INC	—	299.322	$119K	$99K	<0.1%
CHART INDUSTRIES INC	—	521.079	$67K	$99K	<0.1%
DOLE PLC	—	7,262.284	$113K	$98K	<0.1%
BIOLIFE SOLUTIONS INC	—	3,759.92	$96K	$98K	<0.1%
NRG ENERGY INC	—	1,078.951	$77K	$97K	<0.1%
WESCO INTERNATIONAL INC	—	535.001	$72K	$97K	<0.1%
WYNN RESORTS LTD	—	1,121.711	$100K	$97K	<0.1%
APPIAN CORP	—	2,895.765	$106K	$96K	<0.1%
HAEMONETICS CORP	—	1,218.17	$94K	$95K	<0.1%
MAXLINEAR INC	—	4,784.177	$75K	$95K	<0.1%
PERIMETER SOLUTIONS INC	—	7,336.866	$97K	$94K	<0.1%
BANCORP INC/THE	—	1,766.098	$82K	$93K	<0.1%
MASIMO CORP	—	561.85	$78K	$93K	<0.1%
EPLUS INC	—	1,236.07	$63K	$91K	<0.1%
FEDERATED HERMES INC	—	2,213.589	$93K	$91K	<0.1%
MATADOR RESOURCES CO	—	1,599.035	$64K	$90K	<0.1%
LYFT INC	—	6,956.001	$98K	$90K	<0.1%
BLACKLINE INC	—	1,471.749	$92K	$89K	<0.1%
LIBERTY MEDIA CORP-LIBERTY FOR	—	1,049.118	$66K	$88K	<0.1%
BLUE BIRD CORP	—	2,274.249	$60K	$88K	<0.1%
GENERAC HOLDINGS INC	—	563.839	$102K	$87K	<0.1%
ARGAN INC	—	637.426	$24K	$87K	<0.1%
ZIFF DAVIS INC	—	1,603.013	$88K	$87K	<0.1%
DIGITALOCEAN HOLDINGS INC	—	2,543.739	$74K	$87K	<0.1%
GUARDANT HEALTH INC	—	2,735.662	$78K	$84K	<0.1%
EXACT SCIENCES CORP	—	1,480.698	$110K	$83K	<0.1%
EMCOR GROUP INC	—	181.98	$91K	$83K	<0.1%
SKECHERS USA INC	—	1,202.26	$65K	$81K	<0.1%
MKS INC	—	763.718	$102K	$80K	<0.1%
ARS PHARMACEUTICALS INC	—	7,443.269	$63K	$79K	<0.1%
CALIFORNIA WATER SERVICE GROUP	—	1,730.299	$90K	$78K	<0.1%
NEUROCRINE BIOSCIENCES INC	—	562.844	$62K	$77K	<0.1%
BLEND LABS INC	—	18,233.772	$70K	$77K	<0.1%
GITLAB INC	—	1,359.379	$63K	$77K	<0.1%
SYLVAMO CORP	—	961.609	$64K	$76K	<0.1%
VERRA MOBILITY CORP	—	3,125.477	$86K	$76K	<0.1%
TWIST BIOSCIENCE CORP	—	1,616.935	$81K	$75K	<0.1%
EXELIXIS INC	—	2,247.4	$80K	$75K	<0.1%
TANGER INC	—	2,154.918	$59K	$74K	<0.1%
LENNOX INTERNATIONAL INC	—	120.325	$69K	$73K	<0.1%
MERIT MEDICAL SYSTEMS INC	—	756.757	$58K	$73K	<0.1%
DRAFTKINGS INC	—	1,948.078	$58K	$72K	<0.1%
TKO GROUP HOLDINGS INC	—	506.162	$73K	$72K	<0.1%
TRIMAS CORP	—	2,916.648	$70K	$72K	<0.1%
ELDORADO GOLD CORP	—	4,766.278	$53K	$71K	<0.1%
AEROVIRONMENT INC	—	453.458	$41K	$70K	<0.1%
ENERPAC TOOL GROUP CORP	—	1,697.483	$72K	$70K	<0.1%
NEXSTAR MEDIA GROUP INC	—	440.53	$43K	$70K	<0.1%
CARETRUST REIT INC	—	2,536.778	$79K	$69K	<0.1%
LIGAND PHARMACEUTICALS INC	—	636.432	$51K	$68K	<0.1%
ADEIA INC	—	4,876.659	$45K	$68K	<0.1%
SM ENERGY CO	—	1,757.149	$81K	$68K	<0.1%
ONTO INNOVATION INC	—	406.72	$94K	$68K	<0.1%
HEICO CORP	—	360.976	$74K	$67K	<0.1%
COLLEGIUM PHARMACEUTICAL INC	—	2,311.043	$83K	$66K	<0.1%
SANDSTORM GOLD LTD	—	11,779.956	$76K	$66K	<0.1%
AMERICAN SUPERCONDUCTOR CORP	—	2,647.159	$65K	$65K	<0.1%
BLUEPRINT MEDICINES CORP	—	737.863	$61K	$64K	<0.1%

Showing top 200 of 457 investments by value.